What I Learned This Week – Carter Williams | 10.14.24

We’re excited to share that we will re-publish Carter Williams’ column – What I Learned This Week – here on Food Is Health. Carter is the Managing Director of iSelect Fund and also publishes the Creative Destruction newsletter. Make sure you check it out and subscribe.

What I learned this week…

Once the obesity trend reverses, the business model for doctors, hospitals, insurance, drugs, etc., will forever change.

Healthcare research, education, business models and infrastructure are built on people getting fat and diabetic.

Once those costs trend down, insurance plans must rebate premiums to the payer. Hospitals give up treatment days. Patients learn avoidance and diet.

Incumbents will say “Its an aberration.” It is not. Its a path back to normal.
https://lnkd.in/gnyBKwpf

1) People are conditioned to believe they need a doctor to be healthy

2) We had 10% obesity up through 1980. Then to 40% today. It’s a recent problem. Casey Means, MD and Erin W. Martin

3) The foundation of human health/science is 350k years of evolution. The system was working. Then we took a detour in the late 1800s in sugar, and even more with fructose and fat in 1978.

4) Build affordable nutrition, and federal SNAP subsidy for sugar won’t matter.

5) The PBM business model is over; they just do not know it.https://lnkd.in/gwrX5euD

6) If you lower the cost of good products below the cost of bad, price changes behavior

7) AI will apply the scientific method better than most scientists. Is the error rate in the human scientific method high enough that AI will unlock innovation from legacy research.

8) Real progress is born from entrepreneurs trying to understand something other people don’t know.

9) The best way to protect jobs is to create them. Fear old technology. Embrace new technology. (https://lnkd.in/gjGGaa4m

10) In 1995, we thought Amazon was an online bookstore. Is Hims/Hers online books?

11) Consumer price elasticity will drive GLP-1 prices to < $100/month. Pushing Lilly to expand low-cost generic rather than novel Rx – not something Lilly knows how to do. Shortages will keep the compounders in business to serve 50M americans.

12) A hurricane releases energy equivalent to about 827,000 Hiroshima bombs every day. You would need a nearly equivalent amount of energy to change the size/direction of a hurricane.

13) All dogs go to heaven. RIP Ripley

#foodisheatlh

Make sure to check out more articles in our News & Views section. Feel free to reach out any time to collaborate with Food Is Health on projects which help people heal through natural food & nutrition.